|
51
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1M
|
-$238K
|
-11,727
|
-18%
|
|
|
52
|
|
$877K
|
-$568K
|
-28,019
|
-37%
|
|
|
53
|
Fairview Capital Investment Management
Greenbrae,
California
|
$781K
|
-$227K
|
-11,208
|
-21%
|
|
|
54
|
RHS Financial
San Francisco,
California
|
$779K
|
+$661K
|
+32,624
|
+347%
|
|
|
55
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$757K
|
+$829K
|
+40,887
|
New
|
|
|
56
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$718K
|
-$28.8K
|
-1,420
|
-4%
|
|
|
57
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$710K
|
-$595K
|
-29,360
|
-43%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$698K
|
-$58.7K
|
-2,893
|
-7%
|
|
|
59
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$692K
|
+$29.6K
|
+1,459
|
+4%
|
|
|
60
|
1900 Wealth Management
San Antonio,
Texas
|
$633K
|
-$169K
|
-8,330
|
-20%
|
|
|
61
|
Financial Advocates Investment Management
Olympia,
Washington
|
$614K
|
+$192K
|
+9,466
|
+40%
|
|
|
62
|
Flow Traders U.S.
New York
|
$582K
|
+$637K
|
+31,432
|
New
|
|
|
63
|
Osaic Holdings
Scottsdale,
Arizona
|
$576K
|
-$177K
|
-8,716
|
-22%
|
|
|
64
|
Duncker Streett & Co
St. Louis,
Missouri
|
$565K
|
-$10.1K
|
-500
|
-2%
|
|
|
65
|
Fort Point Capital Partners
San Francisco,
California
|
$561K
|
+$53.1K
|
+2,621
|
+9%
|
|
|
66
|
Sage Advisory Services
Austin,
Texas
|
$532K
|
–
|
–
|
–
|
|
|
67
|
Matthew Hamilton Rosenberg
|
$516K
|
-$34.1K
|
-1,682
|
-6%
|
|
|
68
|
Rockland Trust
Hanover,
Massachusetts
|
$495K
|
-$328K
|
-16,171
|
-38%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$487K
|
-$51.9K
|
-2,561
|
-9%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$486K
|
-$714K
|
-35,240
|
-57%
|
|
|
71
|
Tidal Investments
Milwaukee,
Wisconsin
|
$483K
|
+$21.1K
|
+1,042
|
+4%
|
|
|
72
|
SeaCrest Wealth Management
Purchase,
New York
|
$475K
|
+$71.9K
|
+3,546
|
+16%
|
|
|
73
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$475K
|
+$502K
|
+24,744
|
+2,752%
|
|
|
74
|
Selective Wealth Management
Forest,
Virginia
|
$469K
|
+$195K
|
+9,614
|
+61%
|
|
|
75
|
Truist Financial
Charlotte,
North Carolina
|
$407K
|
-$64.3K
|
-3,171
|
-13%
|
|
